Defective items
This article provides instruction and information on the following: How to mark a returned item as defective How to mark an exchanged item as defective How to create the Defective Parts Report and remove the items from inventory How to mark a returned item as defective Note: If you or a customer find a defective […]
Export employee list into Excel
You can export employee information into a Microsoft Excel spreadsheet with the following columns: First name Last name ID Active status Figure 1: Excel spreadsheet columns To export the employee list into an Excel file: In Paladin, from the main menu, select File > Setup. Select the Employees tab. Below the list of employees, click […]
Negative on-hold quantities
Note: Paladin recommends that the negative on-hold feature be used cautiously. You can put an item on hold that has a zero or negative stock-on-hand (SOH) value. While this feature may be useful in certain situations, putting a negative quantity of an item on-hold increases your SOH and can make an item appear in stock […]
Set employee permissions
This article describes how to set up an employee with specified permissions to Paladin features and data. In Paladin, from the main menu, select File > Setup. Select the Employees tab. In the Employees list field, select the employee from the list or click New to add an employee. If you want the employee to […]
Administrator password reset
Important: This procedure is only for stores that use TranSentry credit card processing. Otherwise, use the Admin Access employee permission level. For a list of employee permission levels, see Set employee permissions. The administrator password must be reset every 90 days. In Paladin, from the main menu, select File > Setup. Select the Employees tab. […]
Adding a product picture/image in Paladin
Notes: You must provide the product pictures/images that you want to insert. You can display pictures/images from your store so that they appear in the following Paladin modules: Invoice/Quote PO Inventory If you have a single image that includes multiple items, you can skip steps 1-5. Open a new Microsoft Word document. On the top […]
Credit Card Deposit Report
The Credit Card Deposit report shows customer names in the list of credit card purchases and displays credit card totals by card type (such as Visa or MasterCard) for purchases processed by Element Payment Services and BlockChyp. About the Credit Card Deposit report The Credit Card Deposit report gives you a list of all credit […]
BOGO percentage discount
With this type of sale, when customers buy one item at full price, they get an additional one at percentage off. To set up a Buy One Get One (BOGO) percentage discount: In Paladin, from the main menu, select File > Setup. Select the Sale List tab. In the Sales pane, click New. In the […]
Adjust discounts given in error
Note: Before you can adjust a discount given in error, you must have created a new department for adjustments and a new inventory item for adjustments. In Paladin, on the top ribbon, select the Invoice/Quote module. Optional: On the bottom ribbon of the module, click Advanced Lookup to search for customer account information. Enter the part […]
Discount items at checkout
This article describes how to ring up items with different discounts at checkout. In the following procedure, we use the following scenario: Item 1 : Regular price Item 2 : 50% off Items 3-5 : 25% off Items 6-10 : 10% off Note: To discount items at checkout, you may need manager approval. In Paladin. […]
Multi-store: Review stock information across stores
Note: This feature is for multi-store clients only. In the Invoice/Quote module, you can review stock information at another store. In Paladin, on the top ribbon, select the Invoice/Quote module. Enter a part number in the Part Number box. Press Enter. Optional: On the bottom ribbon of the module, click F1 Advanced Lookup to find customer […]
Taxes
IMPORTANT: You must set up the tax definition before you can follow any other procedures listed in this article. The following provide instruction and information on the following: How to set up a tax definition How to set up Tax Free definition How to assign a tax definition How to create a tax exemption message […]
Discontinue an item
To discontinue an item: In Paladin, on the top ribbon, select the Inventory module. Enter the part number in the Part # box. Press Enter. Click the Order Control tab. In the Stock Information pane, in the Order Qty box, enter 0, then click the lock icon. In the Stock Information pane, in the Max […]
Create a working purchase order from a Suggested Order Report
To create a working purchase order from the Suggested Order report: Follow the steps in Suggested Order Report: Item-by-item sales history, then continue with following procedure. In Paladin, on the top ribbon, select the PO module. On the bottom ribbon of the module, click Recall PO. In the Recall Transaction pane, select the name of the […]
Suggested Order Report: Item-by-item sales history
To create the Suggested Order Report based on an item-by-item sales history: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Inventory > Purchase Order. In the Report List pane, select Suggested Order Report. The suggested inventory items to order appear in the Reports Description pane. To select […]
